Nasdaq - Delayed Quote USD
Catalyst Nasdaq-100 Hedged Equity A (CLPAX)
11.36
+0.05
+(0.44%)
At close: 8:00:25 PM EDT
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets, plus the amount of borrowings for investment purposes, in equity securities that constitute the NASDAQ-100 Index ® (“NDX”). The NDX is a large-capitalization growth index comprised of the 100 largest domestic and international (including emerging markets) non-financial companies listed on the Nasdaq Stock Market based on market capitalization.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 35.92% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 8 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | -13.47% |
| 5y Average Return | 5.23% |
| Rank in Category (ytd) | 95 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.76 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| CLPAX | Category Average | CLPAX | Category Average | CLPAX | Category Average | |
| Alpha | -5.05 | 0 | -4.26 | -0 | -4.41 | 0 |
| BETA | 0.76 | 0 | 0.72 | 0 | 0.74 | 0 |
| Mean Annual Return | 0.18 | 0.01 | 0.64 | 0.01 | 0.26 | 0 |
| R-squared | 61.72 | 0.66 | 61.8 | 0.64 | 67.48 | 0.59 |
| Standard Deviation | 15.88 | 0.1 | 14.58 | 0.08 | 13.34 | 0.07 |
| Sharpe Ratio | -0.15 | 0.01 | 0.34 | 0.01 | 0.09 | 0.01 |
| Treynor Ratio | -4.87 | -0.35 | 5.56 | 0.18 | 0.44 | 0.1 |
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